SBI Conservative Hybrid Fund vs HSBC Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9953 Cr | ₹151 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Mar 2001 | 24 Feb 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 252% | 27% |
| Expense Ratio | 1.54 | 2.17 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200K01859 | INF336L01099 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.39% | -1.02% |
| 6 Month | 2.65% | 0.38% |
| 1 Year | 5.57% | 1.6% |
| 3 Year | 9.64% | 9.37% |
| 5 Year | 9.85% | 7.74% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.67% | -0.77% |
| 1 Year | 8.36% | 3.16% |
| 3 Year | 9.17% | 8.19% |
| 5 Year | 9.4% | 8.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.43% | 9.11% |
| 3 Year | 8.6% | 8.49% |
| 5 Year | 8.49% | 8.84% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.08% | 4.74% |
| Sharp | 1.19% | 0.58% |
| Beta | 0.45% | 1.31% |
| Alpha | 1.8% | - |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Funds Managed | 43 | 9 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 76.05 | 81.24 |
| Large Cap | 9.92 | 8.45 |
| Small Cap | 10.1 | 3.59 |
| Mid Cap | 3.93 | 6.73 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 76.03 | 80.69 |
| Energy | 1.4 | - |
| Consumer Cyclical | 1.07 | 5.71 |
| Basic Materials | 5.36 | - |
| Financial Services | 7.69 | 1.44 |
| Industrials | 4.18 | 8.61 |
| Healthcare | 2.15 | 0.01 |
| Consumer Defensive | 2.12 | - |
| Technology | - | 2.03 |
| Utilities | - | 0.54 |
| Real Estate | - | 0.96 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.48%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.95%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns18.38%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.47%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.35%